Team Development and Success
Jonathan Row is responsible for Team Development and Success at AdvicePeriod. In this role, he leads our team building efforts, helping recruit, onboard, and train new team members and ensures their ongoing success as they integrate with the AdvicePeriod culture. In addition, Jon leads our firm’s Culture Club and P@C (People at Company) committee where he works to enhance the team member experience.
Prior to AdvicePeriod, Jon was a Senior Operations Associate with Aristotle Capital Management where he served as the department lead for mutual fund administration and was involved in many strategic initiatives including the automation of workflows. Before that, he was a Brokerage Associate at Vanguard where he focused on the new client experience.
Jon earned his B.S. in Business Economics from University of Arizona’s Eller College of Management. He holds a Financial Industry Regulatory Authority (FINRA) Series 65 license.
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